web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Populate quick create ...
Microsoft Dynamics CRM (Archived)

Populate quick create with parent form

(0) ShareShare
ReportReport
Posted on by EnriqueMdz 1,067

Hi all,

In a custom entity Form, I have a a subrid on which I can create and associate records. When the "+" of the subgrid is clicked, the Quick Create form of the related entity shows up and then you can populate the required fields to create a new record. However, I have a requirement on which I need to prepopulate some fields in the Quick Create form with some of the values of the primary entity. Which would be the best solution for this? I have a couple of ideas but not sure if they are the best, so suggestions will be very appretiated.

Thanks in advance!

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    You can achieve this with zero code by using OOB field mappings between entity relationships.

    blog.fullscope.com/.../save-time-entering-data-into-crm-by-mapping-fields-between-records

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Enrique,

    Agreed with Arun create a mapping between parent entity  and related  entity  which will work for you.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    As mentioned above, the best way is to create mapping between the parent & child record.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    If you are creating record from parents record, Arun's suggestion would be the easiest in this case. But, as we know user also can create record using quick create from main page. So, if user wanted the same functionality, you have to consider this as well. You can achieve via below method.

    1. JS-webapi

    2. Workflow.

  • Rizwan Aarif Profile Picture
    Rizwan Aarif 480 on at

    Hi,

    I have a different requirement next to this.

    I need to get the value of the field (via Js) which is being prepopulated.

    I tried capturing it on on_load of form (quick create from) and on_change of field (in quick create form) but I am getting a null.

    Any way around?

  • Mostafaali93 Profile Picture
    Mostafaali93 10 on at

    Can you send this link again as it is not working with me

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans